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Emerson Electric

1,242 hedge funds and large institutions have $27.9B invested in Emerson Electric in 2015 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 519 increasing their positions, 477 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $238M | Put options by funds: $207M

9% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 477

0.24% more ownership

Funds ownership: 71.64%71.87% (+0.24%)

2% less funds holding

Funds holding: 1,2711,242 (-29)

9% less capital invested

Capital invested by funds: $30.6B → $27.9B (-$2.7B)

15% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 89

33% less funds holding in top 10

Funds holding in top 10: 3624 (-12)

Holders
1,242
Holders Change
-29
Holders Change %
-2.28%
% of All Funds
33.09%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.64%
New
76
Increased
519
Reduced
477
Closed
89
Calls
$238M
Puts
$207M
Net Calls
+$31.3M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FAB
501
First American Bank
Illinois
$2.85M +$126K +2,160 +4%
LBC
502
Lowe Brockenbrough & Co
Virginia
$2.84M +$72.5K +1,248 +3%
LBC
503
Lawrence B. Cohen
$2.83M +$151K +2,600 +5%
BHIA
504
Birch Hill Investment Advisors
Massachusetts
$2.83M -$87.5K -1,506 -3%
MC
505
Moors & Cabot
Massachusetts
$2.83M +$49.3K +849 +2%
HR
506
Howe & Rusling
New York
$2.82M -$65.1K -1,120 -2%
HAI
507
Hennessy Advisors Inc
California
$2.82M +$2.89M +49,800 New
LSERS
508
Louisiana State Employees Retirement System
Louisiana
$2.8M -$163K -2,800 -5%
PAG
509
Private Advisor Group
New Jersey
$2.78M +$775K +13,339 +37%
GIM
510
Goelzer Investment Management
Indiana
$2.76M +$10.6K +182 +0.4%
MC
511
Martin & Co
Tennessee
$2.74M +$8.72K +150 +0.3%
RMDI
512
R.M. Davis Inc
Maine
$2.73M -$130K -2,240 -4%
BC
513
Burney Company
Virginia
$2.73M +$427K +7,351 +18%
LTFS
514
Ladenburg Thalmann Financial Services
Florida
$2.73M +$713K +12,274 +34%
COI
515
Connable Office Inc
Michigan
$2.73M +$14.5K +249 +0.5%
PCM
516
Prelude Capital Management
New York
$2.72M +$2.75M +47,366 +7,894%
CAM
517
Columbia Asset Management
Michigan
$2.67M +$302K +5,200 +12%
SLA
518
Silver Lake Advisory
Utah
$2.65M +$151K +2,599 +6%
RFS
519
Rockefeller Financial Services
New York
$2.64M +$334K +5,754 +14%
RT
520
Rockland Trust
Massachusetts
$2.63M +$693K +11,920 +35%
KRS
521
Kentucky Retirement Systems
Kentucky
$2.61M -$316K -5,443 -11%
VNA
522
Valley National Advisers
Pennsylvania
$2.59M +$450K +7,749 +20%
CT
523
Coastline Trust
Rhode Island
$2.58M
PJSIMP
524
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.56M -$818K -14,079 -24%
PCM
525
Palouse Capital Management
Washington
$2.55M +$2.62M +45,091 New

EMR Hedge Fund Activity: Q1 2015 in Review

1,242 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2015, worth a combined $27.9B — down 8.8% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of EMR and 76 opened new positions — a net loss of 13 holders — while 477 trimmed existing stakes and 519 added.

The largest buyer was Longview Partners, opening a new position worth an estimated $696M. The largest seller was JP Morgan Chase, cutting an estimated $542M.

  • 1,242 institutional investors held Emerson Electric (EMR) as of Q1 2015, down from 1,271 in Q4 2014.
  • Funds reported $27.9B of Emerson Electric stock for Q1 2015, down 8.8% quarter-over-quarter.
  • 76 funds opened new Emerson Electric positions in Q1 2015 and 89 closed out, a net change of -13 holders.
  • The largest Emerson Electric buyer in Q1 2015 was Longview Partners, an estimated $696M added.
  • The largest Emerson Electric seller in Q1 2015 was JP Morgan Chase, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2015.